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Content Management System

A guide to the trumpet Content Management System, including roles and permissions, content libraries, submission and approval workflows, improved search, AI-suggested tags, and more.

Written by Maddi Rose
Updated today

Trumpet CMS - Organise, Govern, and Scale Your Content Library

The trumpet CMS is designed to help teams manage their entire content library in one place. Whether you are a growing sales team or a large enterprise, the CMS gives you the tools to keep content organised, discoverable, and up to date.


Roles and Permissions

The CMS uses a role-based system to ensure content is reviewed, high-quality, and consistently managed.

Contributors - can upload and submit content, but cannot publish directly. They must complete required metadata during submission.

  • Content Admins - review all incoming submissions via a dedicated approval queue. They can approve, reject, or request changes, and are responsible for maintaining the quality and consistency of the library.

  • Viewers - can access and consume approved content only.


Content Libraries

The CMS is organised into four libraries, grouped into two categories:

Company

  • External Library - company-approved content that is safe to share externally. Used in pods and with prospects.

  • Internal Library - company-approved content for internal use only (enablement, training, internal resources). Visibility preferences can be set in CMS settings.

Personal

  • My Library - personal uploads owned by the individual user, which can be used across pods and workflows.

  • Shared With Me - content shared by colleagues from their personal libraries.


Submission and Approval Flow

All content in the CMS goes through a structured submission, approval, and publish workflow to ensure quality and consistency.

  1. Submission - a contributor uploads content and completes key metadata (tags, description, owner, etc.). The content is saved in a Draft or Pending state and is not yet visible in the library.

  2. Routing - the submission is automatically sent to Content Admins, who receive it in a centralised approval queue.

  3. Review and decision - Content Admins can approve, reject with feedback, or make changes and approve.

  4. Publish - once approved, the content becomes visible in either the Internal or External Library and can be used in pods, shared, and discovered via CMS search.


Search and Findability

CMS search combines keyword, tag, and AI-powered semantic search into a single experience. You do not need to choose between different search modes β€” it all happens automatically.

Search runs across file names, tags, and the content inside documents. Results are ranked in the following priority order:

  1. Exact match (e.g. file name)

  2. Tag match

  3. Semantic or AI match


Tagging

Tag Categories

Tags can now be grouped into categories for easier visibility and management. For example: Sales Stage, Market or Region. This keeps your tag library clean and prevents it from becoming unmanageable over time.

Tag Manager

A Tag Manager is available in Settings, giving you one central place to view, manage, and edit all tags, and assign them to specific content models such as pods or templates.

Cleaner Tagging Workflow

Tags can no longer be created or edited inside the tag picker. All tag management now happens centrally in Settings. This helps maintain a consistent taxonomy, prevents duplicates, and makes governance easier for larger teams.

AI-Suggested Tags for PDFs

When uploading a PDF, trumpet automatically suggests relevant tags based on the content of the file. Suggestions are pulled from your company's existing tag library and you can accept or modify them before saving.


Bulk Replacing Files in Pods and Templates

You can now replace a file across all pods and templates at once. Simply tap the three dots on a piece of content, select Replace, and the file will be updated everywhere it appears.


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